SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 919 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,452,776 | +24.2% | 29,143 | +28.8% | 0.04% | +25.8% |
| Q2 2023 | $1,170,089 | +2.3% | 22,632 | -5.3% | 0.03% | -3.1% |
| Q1 2023 | $1,143,699 | -3.9% | 23,902 | -10.0% | 0.03% | -11.1% |
| Q4 2022 | $1,189,862 | -5.3% | 26,554 | -11.3% | 0.04% | -18.2% |
| Q3 2022 | $1,257,000 | +19.1% | 29,941 | +25.4% | 0.04% | +22.2% |
| Q2 2022 | $1,055,000 | -18.8% | 23,875 | -1.9% | 0.04% | -5.3% |
| Q1 2022 | $1,300,000 | -13.2% | 24,347 | +83.6% | 0.04% | -11.6% |
| Q4 2021 | $1,498,000 | +8.2% | 13,259 | -0.5% | 0.04% | -2.3% |
| Q3 2021 | $1,384,000 | -78.1% | 13,321 | -78.0% | 0.04% | -77.9% |
| Q2 2021 | $6,316,000 | +6.3% | 60,576 | -1.4% | 0.20% | -10.0% |
| Q1 2021 | $5,940,000 | +12.3% | 61,423 | +5.6% | 0.22% | +4.2% |
| Q4 2020 | $5,291,000 | +22.8% | 58,153 | +7.5% | 0.21% | +4.4% |
| Q3 2020 | $4,309,000 | +3.7% | 54,102 | -4.3% | 0.20% | -11.0% |
| Q2 2020 | $4,155,000 | +29.8% | 56,552 | +6.8% | 0.23% | +9.1% |
| Q1 2020 | $3,200,000 | -24.9% | 52,952 | -4.5% | 0.21% | -6.7% |
| Q4 2019 | $4,262,000 | +31.3% | 55,436 | +20.4% | 0.22% | +12.6% |
| Q3 2019 | $3,247,000 | 0.0% | 46,031 | 0.0% | 0.20% | 0.0% |
| Q2 2019 | $3,247,000 | +88.7% | 46,031 | +82.0% | 0.20% | +64.5% |
| Q1 2019 | $1,721,000 | +22.3% | 25,292 | +7.7% | 0.12% | -1.6% |
| Q4 2018 | $1,407,000 | +11.8% | 23,482 | +31.2% | 0.12% | +33.7% |
| Q3 2018 | $1,259,000 | +18.0% | 17,892 | +15.4% | 0.09% | +13.6% |
| Q2 2018 | $1,067,000 | +39.3% | 15,511 | +29.2% | 0.08% | +32.8% |
| Q1 2018 | $766,000 | -11.9% | 12,001 | -10.8% | 0.06% | -19.7% |
| Q4 2017 | $869,000 | -16.4% | 13,461 | -21.2% | 0.08% | -36.1% |
| Q3 2017 | $1,040,000 | +194.6% | 17,080 | +182.7% | 0.12% | +158.7% |
| Q2 2017 | $353,000 | +76.5% | 6,041 | +72.3% | 0.05% | +58.6% |
| Q1 2017 | $200,000 | +488.2% | 3,506 | +432.0% | 0.03% | +383.3% |
| Q3 2016 | $34,000 | +3.0% | 659 | 0.0% | 0.01% | -25.0% |
| Q2 2016 | $33,000 | +230.0% | 659 | +216.8% | 0.01% | +166.7% |
| Q1 2016 | $10,000 | 0.0% | 208 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $10,000 | +900.0% | 208 | +642.9% | 0.00% | – |
| Q3 2015 | $1,000 | -99.1% | 28 | -98.7% | 0.00% | -100.0% |
| Q1 2015 | $107,000 | +3.9% | 2,112 | 0.0% | 0.03% | -6.2% |
| Q4 2014 | $103,000 | -39.4% | 2,112 | -43.9% | 0.03% | -62.4% |
| Q4 2013 | $170,000 | – | 3,767 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 2,128,850 | $101,865,479 | 37.82% |
| HT Partners LLC | 2,317,090 | $110,872,736 | 32.74% |
| Socha Financial Group, LLC | 906,165 | $43,359,993 | 27.99% |
| Strid Group, LLC | 2,432,841 | $116,411,435 | 25.70% |
| MYECFO, LLC | 671,898 | $32,150,327 | 24.11% |
| Morton Brown Family Wealth, LLC | 795,308 | $38,055,502 | 22.69% |
| Members Advisory Group LLC | 730,402 | $34,949,765 | 22.58% |
| FREEDOM WEALTH ALLIANCE, LLC | 262,221 | $12,547,289 | 18.85% |
| Hanson & Doremus Investment Management | 1,758,910 | $84,164 | 18.71% |
| AGILIS PARTNERS LLC | 857,026 | $41,009 | 18.14% |